Wednesday, May 28, 2025

How This Investor Deferred Capital Gains Tax on His Rental Property Sale

Selling an investment property can create new opportunities, but it can also trigger a significant tax bill. In this episode of Getting Real, John Bowens, Head of Investor Success, shares how one investor used a 1031 exchange to sell his rental, defer taxes, and reinvest passively through a DST. Key topics covered: - How a 1031 exchange allows investors to defer capital gains taxes when selling investment property - What a Delaware Statutory Trust (DST) is and how it can be used in a 1031 exchange - Why some investors choose DSTs for passive real estate income without landlord responsibilities - Steps involved in completing a 1031 exchange, including identification and closing timelines This video breaks down how a 1031 exchange works, why DSTs can be a fit for investors like Robert, and what steps are involved in the process. Thinking about selling but concerned about taxes? A 1031 exchange might be an option. Visit https://getequity1031.com to learn more. Chapters: 00:00 – Capital Gains Tax 00:23 – Introduction to the 1031 Exchange 00:46 – Meet Robert: A Cast Study 01:50 – Understanding Depreciation Recapture 02:42 – Selling the Property & Exploring Reinvestment 03:37 – What Is a 1031 Exchange? 04:51 – 10310Rules & Deadlines 05:38 – Why Some Investors Choose the 1031 Strategy 07:00 – What Is a Delaware Statutory Trust (DST)? 07:47 – Robert’s Results 08:22 – How to Get Started Reimagine Your Retirement with Equity Trust: https://eqtytrst.co/homepage Connect with us on social media! ⭐ LinkedIn: https://eqtytrst.co/linkedin ⭐ Facebook: https://eqtytrst.co/facebook ⭐ Instagram: https://eqtytrst.co/instagram ⭐ Twitter/X: https://eqtytrst.co/twitter ⭐ TikTok: https://eqtytrst.co/tiktok ⭐ Reddit: https://eqtytrst.co/reddit